AFOYX Mutual Fund

AFOYX Mutual Fund (Ariel Focus Fund Instl Cl) is managed by Ariel Investments with $26.7M in net assets. AFOYX expense ratio is 0.75%, holding 30 positions across sectors including Energy, Financials, Health Care. Inception date: 2011-12-30.

AFOYX performance shows a YTD return of 8.47%. The 1-year return is 32.02% and the 5-year return is 7.97%. AFOYX dividend yield stands at 11.49%, paid annually.

AFOYX top holdings include Apa Corp (5.5%), Bok Financial (5.4%), JOHNSON AND JOHNSON (5.4%), Schlumberger Nv - Common (5.3%), Phinia Inc_None_None (5.0%). View all AFOYX holdings, sector breakdown, or dividend history.

AFOYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFOYX alternatives are available via the screener, along with tax-loss harvesting opportunities.